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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCM
576
Templeton & Phillips Capital Management
Tennessee
$466K -$19K -422 -4%
NFP
577
Narus Financial Partners
Utah
$466K +$4.67K +104 +1%
AAS
578
Ameritas Advisory Services
Nebraska
$466K +$182K +4,057 +64%
PPW
579
Parcion Private Wealth
Washington
$460K -$94.6K -2,106 -17%
MCA
580
MSH Capital Advisors
Arizona
$460K -$7.19K -160 -2%
AIM
581
Anchor Investment Management
South Carolina
$454K – – –
AA
582
ACT Advisors
North Carolina
$452K +$111K +2,461 +32%
TFS
583
Thoroughbred Financial Services
Tennessee
$452K – – –
ML
584
Mayport LLC
Massachusetts
$449K +$449K +10,000 New
Q1WB
585
Quest 10 Wealth Builders
Virginia
$445K +$445K +9,913 New
SF
586
Symphony Financial
Texas
$440K +$440K +9,452 New
LA
587
Latitude Advisors
Florida
$439K -$79.6K -1,772 -15%
WANY
588
Wealthspire Advisors (New York)
New York
$439K +$439K +9,775 New
WIC
589
Whitegate Investment Counselors
New Hampshire
$435K – – –
BCM
590
Brookstone Capital Management
Illinois
$435K -$12.9K -287 -3%
CFGS
591
Concourse Financial Group Securities
Alabama
$432K -$33.6K -724 -7%
EF
592
Elite Financial
Idaho
$430K +$430K +9,593 New
UWM
593
USAdvisors Wealth Management
Minnesota
$426K -$19.6K -436 -4%
VF
594
Vawter Financial
Ohio
$425K – – –
RWPA
595
Richard W. Paul & Associates
Michigan
$423K +$16.5K +368 +4%
OFG
596
Oxford Financial Group
Indiana
$422K – – –
RWB
597
RMR Wealth Builders
New Jersey
$420K +$420K +9,358 New
AL
598
ACAS LLC
California
$418K +$113K +2,420 +37%
OLA
599
Oliver Luxxe Assets
New Jersey
$415K +$207K +4,570 +99%
CA
600
Claro Advisors
Massachusetts
$414K +$13.2K +293 +3%
22 23
24
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